Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Ruben Ramirez is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, Arizona. Oscar has been in the industry since May 2016, previously working with BANCWEST INVESTMENT SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Oscar holds the Series 66 and Series 7 licenses, as well as the Securities Industry Essentials Examination. Oscar works with individuals and provides financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
10/18/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
09/05/2018 - 09/08/2021
BANCWEST INVESTMENT SERVICES, INC. (TEMPE AZ)
AZ
04/12/2016 - 08/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 05/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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